Filed December 17, 1992
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $401,317 | $49,280+714.4% | $67,313+496.2% | $64,186+525.2% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -2.64% | -1.39%-1.3pp | -4.08%+1.4pp | 7.63%-10.3pp |
| Employer contribution / active EE | $6,560 | $1,668+293.2% | $2,566+155.7% | $2,381+175.5% |
| Participant deferral / active EE | $11,750 | $2,484+373.0% | $3,568+229.3% | $3,470+238.7% |
| Admin fee / account holder | $33,995 | $3,863+780.1% | $4,507+654.3% | $4,888+595.5% |